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Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,521 | $171,492-85.1% | $150,734-83.1% | $198,609-87.2% |
| Participation rate | 83.3% | 81.4%+1.9pp | 78.4%+4.9pp | 82.4%+1.0pp |
| Annual return | 14.23% | 804.70%-790.5pp | 600.81%-586.6pp | 202.70%-188.5pp |
| Employer contribution / active EE | $2,134 | $5,470-61.0% | $4,918-56.6% | $5,055-57.8% |
| Participant deferral / active EE | $3,300 | $6,259-47.3% | $5,610-41.2% | $6,977-52.7% |
| Admin fee / account holder | $290 | $17,628-98.4% | $14,905-98.1% | $19,030-98.5% |